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HBC Financial Services’s Chubb CB Stock Holding History

HBC Financial Services’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$276K Hold
1,000
– – 0.17% 25
2024
Q3 		$283K Hold
1,000
– – 0.17% 26
2024
Q2 		$271K Buy
+1,000
New +$257K 0.17% 26

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HBC Financial Services's CB Position: Q4 2024 in Review

HBC Financial Services held its Chubb (CB) position steady in Q4 2024 at 1,000 shares worth $276K. The position accounts for 0.17% of the portfolio, ranked #25.

HBC Financial Services first reported a position in CB in Q2 2024 and has held it in 3 quarters since. The position peaked at $283K in Q3 2024. 1,902 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • HBC Financial Services held 1,000 shares of Chubb worth $276K as of Q4 2024.
  • HBC Financial Services left its Chubb share count unchanged in Q4 2024.
  • Chubb made up 0.17% of HBC Financial Services's portfolio in Q4 2024, its #25 holding.
  • HBC Financial Services first reported a position in Chubb in Q2 2024 and has held it in 3 quarters since.
  • HBC Financial Services's Chubb position peaked at $283K in Q3 2024.
  • 1,902 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.